Account Reports
The following will guide you through the process of how to run Account Reports.
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STEP 1
Under 'General Ledger,' select 'GL Codes.'
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STEP 2
Select 'Reporting.' |
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STEP 3
You will now see the nominal reporting screen. |
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STEP 4
Input your date range, within a year, by month/day. |
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STEP 5
Select the report that you want to run, i.e. profit and loss. You can select whether to run a PDF report or export the data to a CSV file. This example selects PDF. |
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STEP 6
You will be prompted to select a printer and the number of copies, if you wish to print the report. To view the report, click the magnifying glass. |
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STEP 7
The report/preview screen is generated to view the information within the date you requested. To exit the report, click the red X at the top left. |
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STEP 8
To run an export, click the export button as shown. |
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STEP 9
In the Export Controls screen, use the blue document icon on the right hand side to browse for a location to save the file. Click the export button on the bottom right. |
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STEP 10
Your CSV file generates for you to view the information. To exit, click the 'X' on the top right. |
